(855) 893-7526 | info@truewealthdesign.com

Tax Preparation

Expert Tax Preparation at a Reasonable Price

At True Wealth, we can handle your tax preparation needs whether you are an individual or a small business. We have highly qualified tax professionals and straight-forward pricing to take the tax worry away.

There's no need to go to the high-priced CPA firm and overpay or go to the cheap tax service with less-than-qualified staffers. At True Wealth, we strike the right balance to deliver great service and advice at a reasonable price.

Individual tax return pricing levels are shown below. For new clients, pricing levels will be specified up front. Businesses will receive a customized engagement letter. Schedule your consultation today.

1040 Level 1 Level 2 Level 3
Pricing* (starting at) $199 $349 $549
Accuracy Guarantee Always Always Always
Audit Protection Optional Optional Optional
Complexity Lower Moderate Higher
# of Tax Documents / Forms to Process Few Moderate Many
Itemized Deductions (Schedule A) None Maybe Yes
Interest & Dividends (Schedule B) None / Limited Maybe Yes
Investment Transactions (Schedule D) None Maybe Yes
Business or Rental Income (Schedule C, E) None May have simple business or a rental property May have business or a rental properties
State None or simple None or moderate complexity None or increasing complexity; multiple states possible
City None or simple None or moderate complexity None or increasing complexity; multiple states possible
Estimated Tax Vouchers / Underpayment Penalty None Maybe Maybe

Please note:

  • Well organized and responsive taxpayers require less time, which results in lower fees.
  • Returns will be provided digitally in a secure client vault. A paper copy of returns can be mailed for an additional $25.
  • Details on our Accuracy Guarantee, Audit Protection, and engagement terms can be found here.

We can help simplify your financial life,
make smarter financial decisions, and
attain more freedom and peace of mind.

 

Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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 Our Specialties

Service-based Businesses

Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping...

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Healthcare Professionals

Our firm is committed to helping you achieve financial success within your healthcare practice. Our skilled professionals have years of experience in providing...

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Real Estate

We are dedicated to helping professionals in the real estate industry build a profitable enterprise. Our firm has earned an excellent reputation working with...

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Veterinarians

Our firm specializes in accounting services for the practice of veterinary medicine. We offer extended value to your practice because we truly understand the challenges you face. You operate a medical office, hospital and pharmacy—which translates to complex inventory and ordering activity. Because of our vast experience serving...

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